Arbitrum (ARB)

wow rollup (@arbitrum pictured) tps post-fusaka is looking meaningfully higher i think most people outside of ethereum massively underestimated this upgrade https://t.co/5dtm9pbo1X

On-chain protocol Ostium, cumulative transaction volume surpasses $28 billion. https://t.co/jr8u5iA8ly https://t.co/il3JWZvxbq

Arbitrum’s Biggest November Wins🚨 • Robinhood tokenized over $10M in stocks on Arbitrum, giving EU users access to 900+ equities onchain. • Estate Protocol surpassed $11M in tokenized real estate, including a fully onchain Airbnb property. • Ostrich crossed $2B in total trading volume, reaching $1M in fees and $12M ARR. • Ostium exceeded $25B in cumulative volume while expanding DAT equity markets. • Peanut pushed real crypto payments forward with $250k+ processed through USDC QR payments. @arbitrum continues to lead the real world onchain wave.

#RWAs on-chain are now a $18B+ market, $8.5B+ in tokenized U.S. Treasuries, private credit pushing $2B+, and stables still the biggest dog with $301B. Through that lens, Arbitrum vs Sei became one of the cleanest split-brain narratives this year. ⓵ @SeiNetwork went top-down and aimed directly at an institutional settlement rail Sub-second finality, parallel EVM, native orderbook, 12.5k TPS today with Giga aiming at 200k+… so the pitch is RWAs move faster on Sei. Tech edge turns it into an on-chain matching engine for MMFs and private credit instead of another general DeFi L1. The RWA stack on Sei is tiny in raw TVL terms but insane in logo density. @KAIO_xyz and @Securitize started dropping: - BlackRock ICS US Dollar Liquidity Fund - Brevan Howard Master Fund - Hamilton Lane SCOPE senior credit - Laser Digital’s carry products and Apollo-linked strategies - and Wyoming shortlisted Sei for its state stablecoin WYST Access is gated today (institutional / accredited only), but once those funds sit on-chain they’re perfect collateral for RWA-backed stables, structured vaults and agent strategies. You can feel the second-order products loading. ⓶ @arbitrum became the RWA playground for mid-sized bags and DeFi treasuries RWA TVL ran into the ~900M with ~729 live assets, sitting on top of ~10B stablecoins. Millions of wallets, billions of txs, and a fat stack of USDC meant anyone running a mid-six or low-seven-figure book could move in and out of treasuries, MMFs and yield stables. The asset mix is very on-chain treasuries plus toys: - BlackRock BUIDL, Franklin’s BENJI, WisdomTree’s MMFs, Spiko’s USTBL/EUTBL, Ondo USDY, OpenEden TBILL, Paxos USDL… → every flavor of on-chain T-bill and money-market exposure found an Arbitrum deployment. - Backed, Berry, Dinari, Robinhood’s stock tokens… bridged equities and ETFs into ERC-20 form. The Arbitrum DAO itself leaned in with STEP, with 35M $ARB rotated into BUIDL, BENJI, USTBL and WTGXX. So the chain’s supporting RWAs in size at the governance layer. 2026 is a race to see: → Arbitrum pushing from DeFi chain with RWAs into proper institutional appchains while keeping the mid-size bags sticky. → Sei scaling from logo-flex pilots into hundreds of millions of on-chain fund shares plus RWA-backed stables every farmer can actually hold. Both win, just in totally different lanes.

November definitely was one of the biggest months for @arbitrum this year 🤯 Check November Ecosystem Spotlight below 👇 https://t.co/gSCrE8fanj

Pivot to patience

Submitting a transaction on @arbitrum is more flexible than it seems. Most people use the Sequencer because it orders transactions and gives near instant confirmations, making it the easiest option for everyday use. But you’re not fully dependent on it. You can also send your transaction directly to the Delayed Inbox on Ethereum. It moves slower but it’s censorship resistant so no one can stop it from eventually being included. Arbitrum gives you both: a fast path when you want speed and a more resilient alternative when you need extra security.